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Victor's avatar

I have seen some very bearish sentiment in the Market, AI is useful but heavily industry dependent. You can Pump out way more designs and brain storm ideas easier like with TraxNYC. But if you are a hair salon other than with advertisements, AI is not as useful.

With the lag luster launch of GPT 5.0, we have seen some hiring freezes from Meta for more AI talent.

What is your opinion on Government Bonds Gram? Do they have an place in your portfolio or just broad market ETF funds till we die lol?

Hope all is Well!

-Vic

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Michael mulray's avatar

I am a college student and this is my first time reading one of your news letters. I found it easy to follow and understand but also being very informative!

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Michael mulray's avatar

I am a college student and this is my first time reading one of your news letters. I found it easy to follow and understand but also being very informative!

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Michael mulray's avatar

I am a college student and this is my first time reading one of your news letters. I found it easy to follow and understand but also being very informative!

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Michael mulray's avatar

I am a college student and this is my first time reading one of your news letters. I found it easy to follow and understand but also being very informative!

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Mytime223's avatar

There are so many ways to invest and I plan to use the next market bubble to start a new long term investment. Ideally a safe investment that could net 10% annually and I plan to diversify between actual gold and the S&P500. Do you think this is a good approach?

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Mytime223's avatar

I just sold a property last month in Miami for slightly more than what I paid 3 years ago. In your writing you spoke about the housing market netting +2% in the next 12 months and I wondered how sales for homes in upper income neighborhoods may play out compared to a more affordable one? I don’t believe the housing market behavior would shift proportionately from one price bracket to the next. Did I sell too early? In hindsight it took about 2 months to close and I thought maybe that was a bit fast. I could be wrong.

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Stuart's avatar

Graham, I have been following you for the last year.

My 33 year old son was following you unbeknownst to me when I suggested that he start to follow you, he said he already does!

You are wise beyond your years and during the Trump nuttiness in April re tariffs, your 13 minute vid while you were away was empowering.

I held strong.

Got killed on my UPS, it’s one of the companies I invest in for my dividends since I am retired.

Owning HOOD has helped migrate my UPS disaster.

Purchased it at 116 and thought I was a market guru:).

Thinking of going all in with HOOD, but not quite sure.

Thank you for your informative and edifying emails and your vids.

Best regards.

Stuart

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Norman Gensinger's avatar

Curious to hear your thoughts on some major apartment markets e.g. LA, LV or Denver (I'm west coast biased) in terms of rents, pricing (cap rates) and occupancy etc. as they tend to reflect macro economical and financial markets more closely and timely than SFH.

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